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Reconcile ESA settlements from a CSV

A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
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How to reconcile ESA settlements from a CSV

  1. 1Click Billing under Administration in the sidebar
  2. 2Click the Financial aid tab
  3. 3Click Import — the Import aid data page has two cards: ESA / third-party settlements, and Award decisions (FACTS, Clarity, SSS)
  4. 4Under ESA / third-party settlements, choose the payment report CSV from your vendor portal (ClassWallet, Odyssey, Step Up)
  5. 5Click Preview — a dry run, nothing is written; Will be recorded lists each payment with the invoice it lands on (the family's oldest open invoice) and the program that paid; rows not settled yet are skipped and named
  6. 6Click Import — each payment is recorded against that invoice; Undo this import reverses it
  7. 7Re-uploading the same report records nothing: rows whose transaction ID is already on file are listed under Already recorded (same reference)
  8. 8Use the Award decisions (FACTS, Clarity, SSS) card the same way for outside award decisions

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

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Next in this group

Produce the ESA and scholarship verification packAdmins
Credit a scholarship upfront and bill the family the differenceAdmins
Match a program deposit to the right student and invoiceAdmins
Reconcile ClassWallet payments from the vendor reportAdmins

Do it in your own school

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